Request bank details from a vendor

To pay a vendor, owner or contractor electronically you need their bank account registered as a Pay Method. Rather than taking the details over the phone, you can send them a link to a page on your public site where they enter the account themselves. REDA Pay stores the method against their Account, ready for the first disbursement.

Two things make this work: a public page on your site that holds the save-a-method component, and a link to that page stored on each Account in the field Pay Method (Disbursement) Link. The Request Pay Method action on the Account emails that link to the contacts you choose.

Step 1 — Build the link for the Account

REDA Pay does not fill Pay Method (Disbursement) Link by itself. You build it once per Account — by hand, with a formula, or with your own automation — in this form:

https://<your public site address>/s/<the page with the save-a-method component>?rpay__rid=<Account Id>&rpay__default=1

A formula field or a flow on Account can build this automatically from the Account Id so nobody types it. The full list of parameters is in URL parameters reference.

Place the field on the Account page layout if it is not there: Setup → Object Manager → Account → Page Layouts, drag Pay Method (Disbursement) Link onto the layout.

An Account's Details tab showing the Pay Method (Disbursement) Link field filled with a public site address and the Default Pay Method (Disbursement) lookup

The two REDA Pay fields on Account: the link you send, and the default method the vendor's entry fills.

Step 2 — Send the request

1. Open the Account and click Request Pay Method.
2. The screen Select Contact to Send Email lists the Account's contacts that have an email. Tick one or more and click Next.
3. Read the confirmation: "Upon receiving confirmation, an email notification will be dispatched to the designated contact(s)." Click Finish.

Each selected contact receives an email with the subject Payment Details for Invoice Settlement. It greets the contact by first name, says that your organisation requires their bank account details to clear their invoices, gives the link, and is signed with the Account owner's name and email.

If the Account's Pay Method (Disbursement) Link is blank, the action stops with "Bad Configuration Parent Record Not Found." — the message names the wrong cause; the fix is to fill in the link (Step 1).

The Request Pay Method dialog on an Account listing the Account's contacts with checkboxes under "Select Contact to Send Email" and a Next button

Choose who receives the email. Only contacts with an email address are listed.

Step 3 — What the payee does

1. They open the link. The page shows your logo and branding from the processing account and, if you added one, your note.
2. They enter an email if the Pay Customer has none, choose Bank Account (ACH), and fill in Account Holder Name, Account Number, Routing Number, Account Type, Account Class, Account Currency and ZIP / Postal Code.
3. They click Add Method and see "Your payment method is successfully processed." (or the result page you configured on the site).

The link is open for the Pay Profile's Guest Session Duration (Minutes) once opened — 15 minutes when blank.

Step 4 — What you see afterwards

• A Pay Customer for the Account exists (created on the way if it did not).
• A new Pay Method named by Payload, for example "Checking x-5144", with Transfer Type Disbursement.
• If rpay__default=1 was in the link, Default Pay Method (Disbursement) on the Account points to it, and so does the Pay Customer's Default Pay Method. Your disbursement orders for this Account now pick it up automatically — see Send a disbursement.

Mistakes to avoid

FAQ

Where to go next

• Send a disbursement
• Set up the public payment-link site